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- Tasks: Provide top-notch admin support to financial advisers and manage client documentation.
- Company: Join a respected financial planning firm with a friendly, close-knit team.
- Benefits: Hybrid working, competitive salary up to £32,000, plus performance bonuses.
- Why this job: Be part of a supportive environment where your ideas matter and career growth is encouraged.
- Qualifications: Experience in IFA or Wealth Management, strong knowledge of financial products.
- Other info: Perfect for organised individuals who thrive in a busy, collaborative setting.
The predicted salary is between 24000 - 32000 £ per year.
Job Description
Are you an experienced Financial Administrator with a background in an IFA or Wealth Management firm? If so, this opportunity could be exactly what you’ve been looking for.
We’re seeking a motivated and detail-oriented IFA Administrator to join a close-knit, friendly, and social team. You’ll be working in a supportive environment where your contribution is valued, your ideas are heard, and your career development is taken seriously.
This is a fantastic chance to join a highly respected financial planning business that prides itself on delivering a truly personal service to clients.
Why You’ll Love This Role
- Hybrid working: Enjoy Mondays and Fridays from home, with office collaboration Tuesday–Thursday.
- Team culture: Work in a supportive, sociable, and close-knit team environment.
- Career support: Backed by an approachable and encouraging management team.
- Reward: Competitive salary up to £32,000 plus a discretionary performance-based bonus.
What You’ll Be Doing
- Providing high-quality technical administration support to Advisers and Paraplanners.
- Preparing suitability letters and ensuring all client documentation is fully compliant.
- Managing new business applications and liaising with product providers.
- Conducting research and supporting the review of existing client arrangements.
- Handling client queries with professionalism and efficiency.
- Assisting with annual client reviews in line with service standards.
What We’re Looking For
- Essential: Previous experience working in an IFA or Wealth Management practice.
- Strong knowledge of pensions, investments, and financial products.
- Confident communicator – comfortable liaising with clients and providers by phone and email.
- Highly organised with the ability to manage multiple caseloads.
- Experience with Intelligent Office (or similar CRM system) would be a plus.
This is the perfect role for someone who thrives in a busy yet supportive environment, values teamwork, and wants to play an important role in delivering outstanding client service.
To apply, please send your CV and covering email directly to Ryan at Financial Divisions
Financial Services Administrator - Stansted Mountfitchet - Hybrid - Up to £32,000 Bonus (RW) employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator - Stansted Mountfitchet - Hybrid - Up to £32,000 Bonus (RW)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work in IFA or Wealth Management. A friendly chat can lead to insider info about job openings that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they deliver personal service to clients. This will help you tailor your answers and show them you’re a perfect fit for their team.
✨Tip Number 3
Practice your communication skills! Since you'll be liaising with clients and providers, being confident and clear is key. Try mock interviews with friends or family to get comfortable with discussing your experience and knowledge of financial products.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Financial Services Administrator - Stansted Mountfitchet - Hybrid - Up to £32,000 Bonus (RW)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects your experience in financial administration, especially if you've worked in an IFA or Wealth Management firm. Highlight relevant skills and achievements that align with what we're looking for!
Craft a Compelling Cover Email: Your cover email is your chance to shine! Keep it concise but engaging, explaining why you're the perfect fit for our team. Don’t forget to mention your passion for delivering outstanding client service.
Showcase Your Communication Skills: Since you'll be liaising with clients and providers, it's important to demonstrate your confident communication style. Use clear and professional language in your application to reflect this.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at Financial Divisions
✨Know Your Financial Stuff
Brush up on your knowledge of pensions, investments, and financial products. Be ready to discuss how your previous experience in an IFA or Wealth Management firm has prepared you for this role. Specific examples will show that you’re not just familiar with the terms but can apply them effectively.
✨Showcase Your Organisational Skills
Since the job involves managing multiple caseloads, prepare to demonstrate your organisational skills. Bring examples of how you've successfully juggled tasks in the past, perhaps through a project or during busy periods. This will highlight your ability to thrive in a fast-paced environment.
✨Communicate Like a Pro
As a confident communicator, practice articulating your thoughts clearly. You might be asked to handle a mock client query during the interview, so think about how you would respond professionally and efficiently. This is your chance to shine!
✨Emphasise Team Spirit
This role values teamwork, so be prepared to discuss how you’ve contributed to a team in the past. Share stories that illustrate your collaborative spirit and how you’ve supported colleagues, as well as how you appreciate a close-knit work culture.